1 - Navigate to the relevant workspace, with the relevant workflow tab open:
You can download the latest version of the uploaded document by selecting 'Download Latest'
2 - Select 'Approve & Sign'
3 - Observe the approval modal appear.
Only PDF documents can be approved via e-signature
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Approve via E-Signature
When approving PDF documents using an e-signature, select 'Approve via E-Signature'
Enter your email and password to re-authenticate and verify your signature
Select an approval type form the dropdown, to indicate the intention of your signature (required for FDA 21 CFR Part 11 compliance)
Once completed, select 'Sign'
Once the file is signed, observe the update in the Workflow Activity panel
As this was the final step of this workflow - the workflow is now complete
Select 'Download Latest' to download the PDF document, with the e-signature appended to an additional page added to the document
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Approve via Upload
When approving documents using an uploaded document, select 'Approve via Upload'
Select a file from your device, that indicates your approval of the uploaded document
Once the approval file is uploaded, observe the update in the Workflow Activity panel
As this was the final step of this workflow - the workflow is now complete
To download the approval document, select 'a file' in the Workflow activity panel
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Comment & Reject
If declining the document, a rejection message (of at least 3 characters) is required
To add an attachment to the rejection, select 'Add Attachment' and select a file from your device (optional)
Once completed, select 'Reject'
Once the file is rejected, observe the update in the Workflow Activity panel, and that the original upload step is active again